Financial Planning Administrator

**Financial Planning Assistant Swansea** An IFA firm in Swansea is looking o hire an experienced IFA Administrator to support the Paraplanners and Advisers. The firm offers the opportunity to develop your career in to either Paraplanning or Senior Administration. **Responsibilities**: Set up client file and ensure any relevant checklist is completed...

Financial Planning Assistant SwanseaAn IFA firm in Swansea is looking o hire an experienced IFA Administrator to support the Paraplanners and Advisers. The firm offers the opportunity to develop your career in to either Paraplanning or Senior Administration.Responsibilities:Set up client file and ensure any relevant checklist is completed...

Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

One of Swansea’s leading firms of independent financial advisers wishes to appoint a business administrator. This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, processing business, creating technically accurate reports, recording and managing...

**Independent Financial Adviser - Location of clients Swansea, Wales South Coast** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and...

Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

**Job Title**: - Planned Care Team Administrator**Contract Type**: - Temporary**Location**: - Swansea - Swansea**Industry**: - NHS**Contact Name**: - Ellie Uttley- **Contact Phone**: - 01522 551910**Salary**: - plus company benefits**Date Published**: - 27-Nov-2023- Our client who is part of the NHS and based in Morriston, Swansea has an exciting...

Job summaryAt the Driver and Vehicle Licensing Agency (DVLA), we encourage applications from everyone, particularly groups currently underrepresented in our workforce. We pride ourselves on the positive impact diversity has and promote inclusivity and equality of opportunity for all. Our recruitment process is anonymised, which means that your name, date of...

Amazon is seeking a Finance Manager to lead Veeqo (veeqo.com) - an e-commerce startup which was acquired by Amazon in 2021 and is Amazon's recommended multichannel inventory and shipping solution for small and medium-sized businesses (SMB) sellers. Our vision for Veeqo is to become the back office hub for SMB ecommerce sellers, for both their on-Amazon and...

Amazon is seeking a Finance Manager to lead Veeqo (veeqo.com) - an e-commerce startup which was acquired by Amazon in 2021 and is Amazon's recommended multichannel inventory and shipping solution for small and medium-sized businesses (SMB) sellers. Our vision for Veeqo is to become the back office hub for SMB ecommerce sellers, for both their on-Amazon and...

At the Driver and Vehicle Licensing Agency (DVLA), we encourage applications from everyone, particularly groups currently underrepresented in our workforce. We pride ourselves on the positive impact diversity has and promote inclusivity and equality of opportunity for all. Our recruitment process is anonymised, which means that your name, date of birth and...

At the Driver and Vehicle Licensing Agency (DVLA), we encourage applications from everyone, particularly groups currently underrepresented in our workforce. We pride ourselves on the positive impact diversity has and promote inclusivity and equality of opportunity for all. Our recruitment process is anonymised, which means that your name, date of birth and...

An ideal opportunity for a reliable and hardworking individual to join our Pontarddulais Office as an Office Manager/Administrator. **Role will include**: - Act as the first point of contact for the business by answering telephone calls and greeting visitors. - Maintain records of financial transactions and deal with financial paperwork and filing. -...

An ideal opportunity for a reliable and hardworking individual to join our Pontarddulais Office as an Office Manager/Administrator.Role will include: Act as the first point of contact for the business by answering telephone calls and greeting visitors. Maintain records of financial transactions and deal with financial paperwork and filing. Effectively...

Job Title: IFA Administrator - National Wealth Management Firm Location: Swansea, United Kingdom Company Description: We are a leading national wealth management firm, dedicated to providing exceptional financial planning and investment solutions to our clients. With a strong presence across the country, we pride ourselves on our expertise,...

Role: Financial ControllerLocation: Swansea / Hybrid, 2 days per week in the officeStart date: ASAPDuration: 4 months (likely extension)Rate: Day rate inside IR35 via an umbrella company We are looking for an experienced Financial Controller who can manage all aspects of financial control, reporting and analysis for our client. Experience/duties:Experience...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Swansea **Benefits**: - Death in Service 4 x salary - PMI including optical and dental cover - PHI 75% of salary/26 week deferred period - Critical illness - £10,000 cover - Pension - minimum 5% employee contribution /...

Beacon Comms are a telecommunications contractor, specialising in all aspects of telecommunications infrastructure, from build stage, to upgrades, to decommissioning. We are looking for project administration personnel to join our growing Swansea project team. Working in a fast-paced environment, this role provides a great opportunity for individuals who...

Role: FinancialControllerLocation: Swansea /Hybrid 2 days per week in theofficeStart date:ASAPDuration: 4 months (likelyextension)Rate: Day rate inside IR35via an umbrella company We arelooking for an experienced Financial Controller who can manage allaspects of financial control reporting and analysis for our client.Experience/duties:Experienceof working...

The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply. The role involves providing comprehensive administrative and clerical support to the administrative and diagnostic services of the department. The post holder will be a key member of the administrative team, working closely with the Business...